See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
VINCE COMEAUX1 year Filed as: VINCE & JOES FRUIT MARKET INC Service code 99 41790 GARFIELD RD · CLINTON TOWNSHIP, MI 48038 | Other Fees | $34,301 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $3,935 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,952 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $850 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,990 | $54,701-25.1% | $86,188-52.4% | $71,457-42.6% |
| Participation rate | 60.5% | 60.1%+0.4pp | 69.0%-8.5pp | 67.9%-7.4pp |
| Annual return | 12.71% | 20.06%-7.4pp | 1168.45%-1155.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,199 | $1,265-5.3% | $2,380-49.6% | $2,588-53.7% |
| Participant deferral / active EE | $2,214 | $3,108-28.8% | $3,985-44.4% | $4,289-48.4% |
| Admin fee / account holder | $205 | $1,922-89.3% | $6,852-97.0% | $1,587-87.1% |